Westfield Capital Management

Westfield Capital Management Portfolio holdings

AUM $23.8B
1-Year Est. Return 35.69%
This Quarter Est. Return
1 Year Est. Return
+35.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$87.5M
3
+$77.8M
4
COST icon
Costco
COST
+$70.8M
5
CMA icon
Comerica
CMA
+$64.8M

Top Sells

1
+$136M
2
+$96.7M
3
+$90.3M
4
VZ icon
Verizon
VZ
+$76.7M
5
LLY icon
Eli Lilly
LLY
+$71.5M

Sector Composition

1 Technology 20.57%
2 Healthcare 15.72%
3 Industrials 14.12%
4 Financials 12.28%
5 Consumer Discretionary 12.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$328M 2.53%
4,531,400
+11,940
2
$321M 2.47%
7,645,488
-291,020
3
$262M 2.02%
1,638,805
+153,237
4
$240M 1.85%
2,003,501
+321,933
5
$236M 1.82%
2,589,160
-18,935
6
$201M 1.55%
3,904,920
+187,400
7
$195M 1.5%
2,565,657
-16,475
8
$182M 1.4%
1,203,405
-27,167
9
$170M 1.31%
3,270,700
-18,460
10
$166M 1.28%
728,850
-57,374
11
$165M 1.27%
1,216,443
-336,168
12
$163M 1.25%
2,843,752
+471,928
13
$160M 1.24%
899,363
+31,674
14
$154M 1.19%
1,654,326
-37,207
15
$153M 1.18%
465,141
+59,870
16
$152M 1.17%
+712,092
17
$150M 1.16%
908,000
-101,752
18
$150M 1.15%
1,287,616
-3,166
19
$146M 1.13%
1,087,131
+148,437
20
$144M 1.11%
2,362,109
+16,806
21
$139M 1.07%
640,964
-15,334
22
$132M 1.01%
1,475,259
+361,680
23
$127M 0.98%
777,101
+158,240
24
$123M 0.94%
1,433,234
+11,905
25
$117M 0.9%
1,109,779
+277,826
1
2 3 4 5